TRUST UA WITH H C GREEN FBO CHESAPEAKE

EIN: 207058117 501(c)(3) Environment

WILMINGTON, DE

Total Revenue
$1,011,774
Total Expenses
$373,245
Total Assets
$7,902,630
Net Assets
$7,902,630
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
DE
Phone
3026518979
Tax Period
2024-01-01 to 2024-12-31

TRUST UA WITH H C GREEN FBO CHESAPEAKE, founded in 2006, is a community nonprofit in the Environment sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $639K, a strong 63% operating margin.

Mission

TO PROVIDE GRANTS TO THE CHESAPEAKE BAY FOUNDATION, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,011,774
Other Revenue $0
TOTAL REVENUE $1,011,774

Expense Breakdown

Grants Paid $259,231
Salaries & Benefits $104,103
Fundraising Expenses $0
Program Expenses $284,051
Other Expenses $9,911
TOTAL EXPENSES $373,245

Year-over-Year Comparison

2024 2023 Change
Revenue $1,011,774 $517,051 +1.0%
Expenses $373,245 $369,761 +0.0%
Net Income $638,529 $147,290 +3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$104,103 $0 $104,103
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,011,774 $373,245 $7,902,630 $638,529
2023 $517,051 $369,761 $7,265,405 $147,290
2022 $988,265 $409,086 $7,117,724 $579,179
2021 $530,096 $370,412 $6,542,823 $159,684
2020 $220,411 $349,095 $6,383,373 $-128,684
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